H&R BLOCK INC
H&R Block, Inc. (NYSE: HRB) operates as a leading global provider of tax preparation services, financial products, and small business solutions. The company's website is located at www.hrblock.com. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What H&R BLOCK INC does
In the company’s own words
H&R Block, Inc. (NYSE: HRB) operates as a leading global provider of tax preparation services, financial products, and small business solutions. The company's website is located at www.hrblock.com.
The company serves millions of clients through a diversified portfolio of tax and financial services. H&R Block offers assisted income tax return preparation through a network of company-owned and franchise retail offices, where tax professionals provide services in-person, virtually, or through online review platforms. The company also operates a substantial do-it-yourself tax preparation business through online and mobile applications, as well as desktop software, which incorporates generative AI-powered technology called AI Tax Assist. During fiscal year 2026, H&R Block prepared 11.3 million assisted U.S. tax returns and clients filed 3.6 million DIY online paid tax returns, contributing to consolidated revenues of $3.95 billion.
Beyond core tax preparation, H&R Block provides complementary financial products and services including Refund Transfers, the Emerald prepaid card and Spruce mobile banking app, Emerald Advance term loans, Refund Advance loans, Tax Identity Shield protection services, and Peace of Mind extended service plans. The company operates Block Advisors, which delivers small business solutions including bookkeeping, payroll, and advisory services, and Wave, an online platform providing payment processing, payroll, and bookkeeping services to small business owners.
H&R Block maintains a significant geographic presence across the United States, Canada, and Australia. The company employed approximately 4,600 regular full-time associates as of June 30, 2026, with peak seasonal employment reaching approximately 73,400 during the fiscal year. The business is highly seasonal, with the majority of revenue generated from February through April during the typical tax filing period.
The company's competitive advantages include its established H&R Block brand, extensive retail office network, technological capabilities in tax software and digital platforms, relationships with financial institution partners for product distribution, and a comprehensive suite of tax and financial services designed to serve clients throughout the year. H&R Block operates as a single reportable segment encompassing all continuing operations.
Company details
- Sector
- Consumer Discretionary
- Industry
- Services
- Headquarters
- KANSAS CITY, MO
- Fiscal year end
- June
- CIK
- 12659
- SIC
- 7200
Financial performance, year by year
Fiscal 2012–2026 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns H&R BLOCK INC — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · H&R BLOCK INC’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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